-77.0%
PATH vs DBX
+23.7%
-100.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +2.7% |
| 7D | -5.3% | -4.4% | -0.9% | -1.4% |
| 30D | -0.5% | +4.8% | -5.3% | -4.7% |
| 3M | -7.1% | +0.3% | -7.5% | -7.2% |
| 6M | +23.8% | +40.4% | -16.6% | -10.9% |
| YTD | -20.7% | +24.7% | -45.4% | -35.8% |
| 1Y | -8.1% | +20.9% | -29.0% | -24.5% |
| 3Y | -21.8% | +34.5% | -56.3% | -49.4% |
| All | -77.0% | +23.7% | -100.7% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DBX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling